Broker Check

Who We Serve

ISP works with financial professionals in all areas customizing fixed income portfolios in all asset classes. Our seasoned bond professionals are in the market daily to find the best opportunities and pricing, while our institutional trading network gives clients access to a broad range of all fixed income products. 

Trading

Trading

We offer a full range of competitively priced taxable and tax-exempt fixed income products, including:

  • U.S. Treasuries
  • Municipal bonds
  • Corporate bonds
  • Mortgage-backed securities
  • Commercial Mortgage-backed securities
  • Government agency securities
  • Equity and index-linked investments
  • Structured Products
  • Custom "one off" structured notes, tailored to advisors picks of equities and or index's
Portfolio Design

Portfolio Design

ISP is a boutique firm lending our expertise, analytics, and technology to RIA’s with the goal of producing income portfolios tailored to the needs of each client. Financial professionals are our sole focus and many accounts have different objectives.
We listen to the desires of the advisor and treat each portfolio with the respect and attention it deserves.
We take our position as a partner seriously in recognizing that our job is to add value. All portfolios produce detailed, client-specific reports custom-tailored to portfolio objectives.
At the advisor request, all portfolios are branded with their logo and firm contact information.

Analytics and Support

Analytics and Support

Markets change and portfolios must adjust to these changes. ISP assist the advisor by staying current on income markets, income strategies, and income products. Recommending when adjustments may be warranted due to increased risk or for the purposes of total return. An ounce of prevention today is worth a pound of cure in the future.
ISP assist in monitoring holdings to identify problem areas or over concentration.
Information is provided to advisors on the multiple asset classes in the fixed income universe and how each may respond to changes in the economy.
Portfolio analytics are a must for current clients but have proven to be a very effective tool in winning new assets.
Holdings are reviewed for potential buy, sell, or swap opportunities to lock in gains.
Inefficiencies in fixed income markets are better identified and capitalized upon.

Partnership

Partnership

ISP provides advisors with extensive access to the bond markets, offering assistance with Fixed Income portfolio building and analytics that is second to none. Our goal is helping you to capture additional assets by enhancing the value you provide your clients.
Comprised of seasoned taxable and municipal fixed income traders, Income Solution Partners will work closely with your Support Team to provide competitive offerings, ongoing support and timely sales ideas with simple and efficient trading support including assistance with bids and offers.